Marsh & McLennan Agency- Dallas
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Marsh & McLennan Agency- Dallas Employees
Marsh & McLennan Agency- Dallas July 2006 - Present
Pailet Financial Services November 1996 - June 2006
Spectrum Financial Group November 1995 - November 1996
Skills
Account Management, Analysis, Business Development, Business Strategy, Community Outreach, Disability Insurance, Employee Benefits, Entrepreneurship, Financial Services, Fundraising, Health Insurance, Healthcare, Human Resources, Insurance, Leadership, Life Insurance, Management, Marketing, Marketing Strategy, Mergers & Acquisitions, Negotiation, New Business Development, Nonprofits, Program Management, Public Relations, Small Business, Start-ups, Strategic Planning, Training, Strategy, Networking, Sales
Education
The University of Texas at Austin 1990 — 1994
Greenhill School 1984 — 1992
Episcopal School of Dallas
Marsh & McLennan Agency- Dallas February 2008 - Present
North Dallas Rehab & Wellness 2007 - 2008
Continental Estate Advisory Group 1998 - 2007
Skills
Corporate Finance, Licensing, Contract Negotiation, Contractual Agreements, Legal Assistants, Executive..., Operating Systems, Insurance, Health Insurance, Office Management, Office Administration, Benefits Administration, Microsoft Excel, Employee Benefits, Management
Education
Newman Smith High School 1995 — 1999
High School
Brookhaven Community College
General Studies
Marsh & McLennan Agency- Dallas September 2011 - Present
Clements Creations October 2008 - December 2011
US Census Bureau April 2010 - July 2010
Circuitpac April 2004 - September 2008
Famous Footwear 2002 - 2003
Plexus Corp. 2000 - 2002
Skills
QuickBooks, Microsoft Office, Microsoft Word, Microsoft Excel, General Ledger, Time Management, Accounts Receivable, Program Management, Leadership, Employee Benefits, Accounting, Auditing, Payroll, Collections, PowerPoint, Outlook, PCB design, Design Review, Administrative Work, Microsoft CRM, BenefitPoint, Customer Service
Education
Richland Community College 2009 — 2012
Electrical Engineering
Beaverton High School 1995 — 1999
Diploma, High School
Marsh & McLennan Agency- Dallas January 2003 - Present
Core24 2009 - 2015
Spectrum Financial Group (Mass Mutual) January 2002 - December 2002
Skills
Benefits Design, Benefits Administration, Health Insurance, Employee Benefits, Corporate Benefits, Benefits Negotiation, Creative Strategy, Group Benefits, Benefits Strategy, Benefits Communication, Innovative Design, Relationship Cultivation, Benefits Consulting, Benefits Analysis, Insurance, Disability Insurance, Human Resources, Health Savings Accounts, CRM, Healthcare, Small Business, Sales, Strategic Planning
Education
The University of Georgia 1998 — 1999
MEd, Health Promotion & Behavior
The University of Georgia 1993 — 1997
BSEd, Exercise & Sport Science
Marsh & McLennan Agency- Dallas April 2013 - Present
Apex Global Partners, Inc. July 2008 - December 2012
Benefit Partners, Inc. September 1999 - July 2008
Skills
Employee Benefits, Affordable Care Act, Benefits Compliance, Insurance, Insurance Law, Health Insurance
Education
Harvard Law School 1984 — 1987
Juris Doctorate
Northwestern University 1980 — 1984
Bachelor of Arts (B.A.), Economics
Marsh & McLennan Agency- Dallas July 2013 - Present
MHBT May 2010 - July 2013
Macy's April 2010 - June 2010
Lipscomb University October 2009 - December 2009
Markel Corporation May 2007 - August 2007
Markel Corporation May 2006 - August 2006
Skills
Marketing, Employee Benefits, Insurance, Team Building, Sales, Program Management, Account Management, Microsoft Excel, Analysis, Microsoft Office
Education
Lipscomb University 2005 — 2009
Bachelor of Arts, Political Science, German
Marsh & McLennan Agency- Dallas September 2013 - Present
Innovative Insurance Solutions September 2011 - September 2013
Alt Bentley Yates July 2007 - February 2011
Leggette Actuaries July 2006 - March 2007
Care125 November 2004 - July 2006
Hill Insurance Agency January 2002 - September 2004
Skills
Health Savings Accounts, Employee Benefits, Risk Management, Retirement Planning, HRA, Flexible Spending..., FSA, Workers Compensation, Underwriting, Insurance, Recruiting, Cafeteria Plans, Training, COBRA, Brokers, Health Insurance, Customer Service, Public Speaking, Health Care Reform, Sales, Health Policy, Disability Insurance, Term Life Insurance, Benefits Administration, Life Insurance, Critical Illness, Long-term Care
Education
Trinity Valley Community College
Wills Point ISD
Marsh & McLennan Agency- Dallas September 2006 - Present
Benestrip Lp 2006 - 2010
Allied Insurance Agency June 1983 - September 2006
Skills
Employee Benefits, Insurance, Healthcare, Benefits, Health Insurance, Disability Insurance, Health Savings Accounts, Benefits Administration, Brokers, Life Insurance, Estate Planning, Long-term Care, COBRA, Medicare, Leadership, Underwriting, Small Business, Human Resources, Strategic Planning, Self-funded, 401k, Workers Compensation, Universal Life, Program Management, Marketing, Group Insurance, Customer Service, Executive Management, Whole Life, Term Life Insurance, Accident
Education
The University of Texas at Austin 1978 — 1982
Hillcrest Highschool 1974 — 1978
Marsh & McLennan Agency - Dallas September 2013 - Present
ReachLocal November 2012 - September 2013
ReachLocal June 2011 - November 2012
Faulkner-Dunne & Associates Public Relations May 2010 - June 2011
Skills
Marketing Strategy, Marketing, Social Media Marketing, Social Networking, Public Relations, Social Media, Facebook, Blogging, Advertising, SEO, Online Reputation..., Online Advertising, YouTube, Email Marketing, Digital Marketing, Customer Service, Pinterest, Event Planning, Online Marketing, Digital Media, Digital Strategy, Integrated Marketing, Interactive Marketing, LinkedIn, Client Relations, Event Coordination
Education
Texas Tech University 2007 — 2010
Bachelor of Arts, Public Relations
Marsh & McLennan Agency- Dallas June 2011 - Present
ETEX BANCO, Inc. April 2007 - Present
Wischmeyer Benefit Partners October 2009 - May 2011
Wilson Benefits December 2005 - October 2009
Benefit Partners, LLC February 2004 - December 2005
MCEB & TRIUNE RESOURCES TPA January 2001 - February 2004
First National Bank of Winnsboro October 1994 - January 2001
Skills
Health Insurance, Employee Benefits, Insurance, Health Savings Accounts, Training, Human Resources, Disability Insurance, Benefits Administration, Management, COBRA, Life Insurance, Payroll, Term Life Insurance, Brokers, Group Insurance
Education
Southern Methodist University 1987 — 1991
Bachelor of Arts, Political Science and Sociology
Marsh & McLennan Agency- Dallas January 2010 - Present
Blue Cross Blue Shield of Texas 2006 - 2009
Stanton Group 2004 - 2006
Skills
Employee Benefits, Health Savings Accounts, Health Insurance, Disability Insurance, COBRA, Account Management, Group Insurance, Customer Satisfaction, Benefits Administration, Brokers, Term Life Insurance, Flexible Spending..., Health Care Reform, Client Service Oriented, Self-funded, Insurance, HRA, Life Insurance, PPO, General Insurance, Open Enrollment, Group Medical, Insurance Brokerage, HMO, Voluntary Employee..., Employee Wellness, FMLA, HIPAA, FSA, Renewals, Marketing, Customer Service, Management
Education
Coastal Carolina University
The Plexus Groupe June 2015 - Present
Marsh & McLennan Agency- Dallas February 2012 - February 2015
The Sweeney Company November 1998 - March 2012
CNA Group Benefits April 1995 - October 1998
Great-West Life October 1989 - April 1995
Central Life Assurance Company August 1987 - October 1989
Southland Life Insurance September 1984 - August 1987
Southland Life Insurance April 1980 - September 1984
Skills
Employee Benefits, Insurance, Underwriting, Long-term Care, Brokers, Term Life Insurance, Health Savings Accounts, Customer Service, Health Insurance, Disability Insurance, Retirement Planning, ERISA, Life Insurance, Claim, Risk Management, Sales, Medicare, Benefits Administration, Healthcare Reform, Affordable Care Act, Strategic Planning
Education
Life and Work Experience 1975 — 2009
Unmeasurable, Claims, underwriting, product development, sales, management, music
Mclennan Community College 1975 — 1976